Geneos Wealth Management Inc. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 352 filers reported holding ISHARES U S ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$190,979
+970.0%
3,828
+966.3%
0.01%
+900.0%
Q2 2023$17,849
+0.2%
3590.0%0.00%0.0%
Q1 2023$17,806
+0.7%
3590.0%0.00%0.0%
Q4 2022$17,688
+4.0%
3590.0%0.00%0.0%
Q3 2022$17,000
-98.5%
359
-98.4%
0.00%
-98.2%
Q2 2022$1,137,000
+952.8%
23,107
+956.6%
0.06%
+1020.0%
Q1 2022$108,000
-0.9%
2,1870.0%0.01%
+25.0%
Q4 2021$109,000
-63.3%
2,187
-63.2%
0.00%
-63.6%
Q3 2021$297,000
-98.9%
5,941
-98.9%
0.01%
-99.0%
Q2 2021$27,560,000
+0.9%
549,725
+1.0%
1.08%
+40.9%
Q1 2021$27,321,000
-2.4%
544,472
-2.5%
0.76%
-32.2%
Q4 2020$28,006,000
+25.9%
558,167
+25.8%
1.12%
-2.4%
Q3 2020$22,241,000
-0.5%
443,763
-0.8%
1.15%
-7.3%
Q2 2020$22,362,000
-5.8%
447,346
-9.2%
1.24%
-22.0%
Q1 2020$23,743,000
-20.9%
492,704
-17.6%
1.60%
-0.4%
Q4 2019$30,028,000
-10.2%
597,709
-10.0%
1.60%
-19.8%
Q3 2019$33,445,000
+10.3%
664,392
+10.3%
2.00%
+6.2%
Q2 2019$30,329,000
+124.1%
602,607
+123.7%
1.88%
+110.6%
Q1 2019$13,534,000
+14.7%
269,392
+13.8%
0.89%
+2.3%
Q4 2018$11,802,000
+139.2%
236,663
+156.6%
0.87%
+165.3%
Q3 2018$4,934,000
+176.7%
92,222
+159.4%
0.33%
+136.7%
Q2 2018$1,783,000
+89050.0%
35,558
+86626.8%
0.14%
Q1 2018$2,0000.0%410.0%0.00%
Q4 2017$2,0000.0%410.0%0.00%
Q3 2017$2,000410.00%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders